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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Chris who wrote (26991)	1/4/2002 10:23:57 AM
From: Chris	Read Replies (2) \| Respond to of 52237

10:18 ET Merill Lynch Q4 Earnings Preview : Aggregate revenues of 27 semiconductor companies followed by firm should be down 34% yr/yr and flat sequentially... Joe Osha said Intel's better performance has skewed those forecasts upward; Osha also thinks industry upturn will be more modest than what occurred in 1998, but notes it won't be an effective strategy for investors to wait for a Q1 selloff to buy the semi stocks... separately, Merrill Lynch thinks CY, SNDK, and ATML are at risk for disappointing March qtr. guidance as their checks indicate these companies are, at best, 60% booked for March qtr. 10:04 ET Merrill Lynch on Wireless Group : Merrill Lynch cautious on wireless stocks in a pre-open note, doesn't see them moving out of trading ranges any time soon. Q4 was tough, but that is widely known: subs may come in at lower end of range, growth is slowing, pricing is competitive, marketing costs are high, and economy is weak; previous factors may force consolidation in the industry. Firm expects wireless infrastructure mkt to decline over 5% in 2002, and the handset mkt shipments (sell-in) should grow 14% to 410 mln units.